Use an existing, third party Lightning component that provides filtered related list functionality, such as this one from Salesforce Labs. (Disclaimer: not my component, and I haven’t used it personally). Write your own Lightning component that filters the related list appropriately.
- Open the page layout of the source object’s record: …
- Choose related list on which you want to change or modify filters and click on the wrench icon to open properties.
- Select fields to be added as columns in the related list.
- Click on ok and save the page layout.
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How to filter the related list in Salesforce Lightning?
Use an existing, third party Lightning component that provides filtered related list functionality, such as this one from Salesforce Labs. (Disclaimer: not my component, and I haven’t used it personally). Write your own Lightning component that filters the related list appropriately.
How to add filters to a related list?
5) Open the related list and click on filters section and the filters section will show all the filters added as columns in the related list. Note: We cannot apply formula fields as filters on related list.
How to filter child records in a related list?
In your case you have child records that you are displaying in a related list and that you cannot utilize filtering here. You can only choose fields available on the record or related to the record. On record pages, you can choose record fields or advanced fields, such as fields from related objects or from a global object like User.
How to show filtered related list in opportunity page?
Use a solution like Doug Ayers’ to create synthetic related lists that are inherently filtered, and then utilize the standard Lightning related list component to show that filtered related list. Show activity on this post. I am not able to add filter based on order record type in Opportunity page layout.
How do I find related lists in Salesforce?
Add, Remove, or Edit Related ListsClick. , then click Setup.From Setup, click the Object Manager tab.Click an object, for example, Course.Click Page Layouts.Click an page layout, for example, HEDA Course Layout.Modify the related lists. To add a related list, in the palette, click Related Lists. … Click Save.
Can we customize related list in Salesforce?
Note You can’t customize the History related list because it links to data stored elsewhere. Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. The default sort order is by record ID. You can include up to 10 fields per related list.
How does related list work in Salesforce?
The Related List – Single component shows a list of related records based on one specific object. For example, if you’re looking at a contact detail page, you can specify to see the cases related to that contact, without seeing all other types of related records.
How do I save related list properties in Salesforce?
Click the page layout you want to customize. In the list of available items in the left pane, click Related Lists. Drag Files to the Related Lists section and click Save.
How do I edit related list quick links in Salesforce?
Setup:From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page.In the left-hand Search panel, look for Related Quick Links.Drag the Related Quick Links to the section of the page that you want it to display.More items…•
How do I select a field to display a related list in Salesforce?
Go to Layout of your master object. Scroll down to your related list and click on settings icon. Now choose fields which you want to display in related list.
What is related lookup filters in Salesforce?
Improve user productivity and data quality with lookup filters. Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
How do you show a related list in lightning component?
Salesforce Lightning Component to Display Contacts Related to particular Accountpublic with sharing class AjinkyaTestLightningAccController.{@AuraEnabled.public static list
How do I make a related list mandatory in Salesforce?
2 AnswersCreate a roll-up summary field that counts the number of detail records.Create a validation rule that prevents the user from changing the opportunity stage until the number of detail records is greater than 0.
What are related records in Salesforce?
The Related Record List component shows, in a list, a single type of record related to a record. For example, if you’re looking at an account, you can see a related list of contacts for that account. Use the Related Record List component on a generic Related Record List page or on a custom page.
How do I edit enhanced related list in Salesforce lightning?
0:482:09Edit Columns in the Enhanced Related List View – YouTubeYouTubeStart of suggested clipEnd of suggested clipHere we’ll click the page layouts. Make sure you know which layout you need to adjust based on theMoreHere we’ll click the page layouts. Make sure you know which layout you need to adjust based on the request. In our case we want to edit the base account layout. So we’ll click account layout. Now we’
How do I enable enhanced related list in Salesforce?
Steps to add Enhanced related list in lightning experience:Go To | Record detail page | Click on setup | Edit Page.Drag the related list from the left sidebar in Related tab.Now change the Related List Type to “Enhanced List”.